OPTIGEST PATRIMOINE P FR0010733261
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | -0.1 | - | - |
4 sem. | +1.1 | - | - |
52 sem. | +13.5 | +13.6 | +5.6 |
1 mois | +2 | - | - |
3 mois | +6.5 | - | - |
6 mois | +9.5 | - | - |
1 an | +12.6 | +12.6 | +5.7 |
3 ans | +16.9 | +5.4 | +6.5 |
5 ans | +21.5 | +4 | +7.6 |
10 ans | +41.6 | +3.5 | +7.8 |
Max | +45.5 | +3.7 | +7.8 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +6 | +2.3 | +3.8 | -0.1 | - | - | - | - | - | - | - | - | - |
2023 | +8.7 | +2.3 | -0.6 | +1.2 | +0.4 | +0.9 | +0.6 | +0.3 | -1 | -0.6 | -1.4 | +4.3 | +2 |
2022 | -8.4 | -1.4 | -1.9 | +2.5 | -0.6 | -2.2 | -3.1 | +3.6 | +0.4 | -4.2 | +1.1 | -0.1 | -2.4 |
2021 | +12.4 | +0.2 | -0.3 | +3.3 | +1.7 | -0.3 | +2.7 | -0.1 | +1 | -1.1 | +1.2 | +1.5 | +2 |
2020 | -3.8 | +1 | -3.1 | -6.4 | +2.2 | -0.5 | -0.4 | +1.3 | +2.7 | -2.5 | +0.1 | +2.9 | -0.8 |
2019 | +12.9 | +2.9 | +2.8 | +1.9 | +1.4 | -2.2 | +1.7 | +3 | -0.5 | +0.5 | -1.4 | +1.1 | +1.1 |
2018 | -3.7 | +1.9 | -2.1 | -1.7 | +3.2 | +2.2 | -0.9 | +2.1 | -0.3 | +0.1 | -5.1 | +1 | -3.9 |
2017 | +3.4 | +0.3 | +1.4 | +1.1 | +1 | +0.8 | -2 | -0.2 | -0.8 | +1.4 | +2.1 | -0.3 | -1.4 |
2016 | -0.8 | -4.2 | -1.2 | +0.9 | +0.1 | +0.9 | -1.3 | +3.3 | - | -0.1 | -0.3 | -1.2 | +2.5 |
2015 | +4.2 | +5.3 | +2.8 | +1.4 | - | +0.8 | -2.5 | +0.5 | -5.7 | -1.7 | +4.1 | +1.8 | -2.3 |
2014 | - | -0.8 | +2.2 | -0.8 | -0.1 | +3.1 | -0.1 | +0.3 | +0.6 | - | +0.5 | +2.5 | +0.1 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 08/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 97.8 M€ | +0.2 / +3.6 | -0.7 / +4.5 | -3.3 / +3.2 | -3.9 / +7.7 | -1.2 / +5.6 |
FR0010733261 | 88 M€ | 0 / +3.2 | -0.5 / +4 | -4 / +2.8 | -5.5 / +6.9 | -1.4 / +5.1 |
FR0011170133 | 9.8 M€ | +0.2 / +0.4 | -0.2 / +0.5 | +0.6 / +0.4 | +1.6 / +0.8 | +0.2 / +0.6 |
Détails
Frais
Acteurs
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0010733261 | OPTIGEST PATRIMOINE P | 79.68 € | -0.1 | +6 | +12.6 | +16.9 | +21.5 | ||
FR0011170133 | OPTIGEST PATRIMOINE I | 184 536.44 € | -0.1 | +6.2 | +13.6 | +20.1 | +26.9 |
VL 3/24 2024 1 an 3 ans 5 ans 79.68 € -0.1 +6 +12.6 +16.9 +21.5 184 536.44 € -0.1 +6.2 +13.6 +20.1 +26.9